- HSBC (New York, NY)
- …not limited to RoRWA, RWAs, balance sheet usage, and appropriate management of financial and non- financial risk + Create an inclusive and customer-centered ... an understanding of the clients' business needs and identify solutions in response to the challenges that they face...overall revenues for the Group + Be accountable for financial and non- financial risk, including credit, operational… more
- Truist (New York, NY)
- …Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our ... clients in sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4.… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
- Citigroup (New York, NY)
- …interest rate and equity derivatives for a selected client portfolio + Provide sophisticated financial solutions tailored to clients' needs and act as a content ... strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker… more
- JPMorgan Chase (New York, NY)
- …+ Advanced degree (MBA, CFA) strongly preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... sales, research, and trading teams to deliver integrated and comprehensive solutions to clients. + Cultivate and maintain strong relationships with institutional… more
- JPMorgan Chase (New York, NY)
- … Series 7 and 63 licenses required; JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... with sales, research, and other trading teams to deliver comprehensive solutions to clients. + Develop and maintain strong relationships with institutional… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (New York, NY)
- …(or willingness to achieve) + MBA/CFA preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... $140B in private markets and our specialized teams provide unique portfolio solutions across real estate, private equity, alternative credit, and more, to global… more
- JPMorgan Chase (New York, NY)
- …detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and...clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position;… more
- Persado (New York, NY)
- …marketing teams in highly regulated industries-such as banking, insurance, and financial services-manage content with speed, compliance, and confidence. Our platform ... day contact for Fourtune 500 Enterprise accounts in the Financial Services, Media and Technology industry + Apply a...to identify and expand account opportunities + Be an advisor , expert and evangelist of Persado products and testing… more